Position in ALL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,326,339
+$213,752 QoQ
Shares Held
9,777
-4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#513
of 1,742 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Caliber Wealth Management, LLC / KS holds $6,910,614 across 4 Insurance - Property & Casualty names. ALL ranks #2 (33.7% of the industry book) .
All Filings in ALL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,326,339 | 9,777 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,112,587 | 10,189 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,896,246 | 9,110 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,899,867 | 8,851 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,815,010 | 9,016 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,916,432 | 9,255 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||